ok, Quicken 2011 is not compatible with windows 8, so this can be part of the problem, but tell me what happens when you try to add the account in Quicken this way please

From the Tools menu select Add Account....Enter the name of your bank and click Next.Enter your credentials, select Save this password (if using password XXXXX) and click Connect.If you get a screen that allows you to select the account type(s) for discovered accounts, then select the type and click Next.

From the Tools menu select Add Account....Enter the name of your bank and click Next.Enter your credentials, select Save this password (if using password XXXXX) and click Connect.If you get a screen that allows you to select the account type(s) for discovered accounts, then select the type and click Next.

Sorry. I am having trouble connecting with bank. I'M not sure what they want for user name or user Id. It,s been a long time since I started using this. I Have entered the only ones I have used but am getting nowhere .

Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with. OrvilleHesperia, California

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